Harold Rosen is a financial advisor at Pinnacle Peak Capital Management LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at H.P. Becker & Co. since 2000, while also operating as a consultant since 1999. In addition to his advisory role, he conducts part-time business and financial consulting. Pinnacle Peak Capital Management is a small, independent registered investment adviser serving individual and high-net-worth clients with discretionary asset and portfolio management. The firm focuses on equity-centered portfolios with optional equity options strategies and maintains a deliberately limited client base to allow for personalized service and portfolio adjustments.

Benjamin Gutstein is a financial advisor at White Crest Capital in Glencoe, IL, with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has been with White Crest Capital since 2015. White Crest Capital provides discretionary asset management and portfolio supervision to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages a broad range of securities using a combination of cyclical, fundamental, and technical analysis, tailoring advice through personalized interviews and questionnaires.

Adam Faust is the sole advisor at Deep Blue Financial LLC in Northbrook, IL, holding Series 63 and Series 66 credentials with 22 years of industry experience. He has led Deep Blue Financial since its founding in 2014. Outside of financial advising, Mr. Faust is the owner of a photography business specializing in author and wedding photography and serves on the board of directors for the Metropolis Performing Arts Centre, a nonprofit theater in Arlington Heights. Deep Blue Financial LLC provides investment advisory services to individuals, families, and related entities, focusing on portfolio management, retirement income planning, and investment consulting. The firm constructs low-cost, tax-aware portfolios primarily using diversified ETFs, incorporates loss harvesting and periodic rebalancing, and offers non-discretionary management to clients who retain trade decision authority.

Danielle Schultz is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. She is the sole advisor at Haven Financial Solutions, Inc., an independent advisory firm based in Evanston, IL. In addition to her advisory work, she devotes time to freelance writing outside of securities trading hours. Haven Financial Solutions primarily serves individual clients, offering comprehensive financial planning and investment supervisory services. The firm employs a strategic, passive investment approach focused on diversified asset allocation using indexed mutual funds and ETFs, with an emphasis on long-term buy-and-hold and periodic rebalancing. It also provides educational workshops and written financial contributions, with specialized services in divorce and college planning.

James Martinelli is a financial advisor with JDN Financial LLC in Glenview, IL, holding a Series 66 designation and 17 years of industry experience. He has worked with WSP Commodity Trading, LLC since 2011 and has been an independent insurance agent since 2003, including activities involving equity indexed annuities. JDN Financial LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as banks, pension plans, and corporations. The firm employs a variety of analytical approaches for portfolio implementation and offers commissionable insurance products through its principal’s insurance licensure.

John Choi is the sole advisor at Epiphany Capital in Vernon Hills, IL, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Epiphany Capital since 2006. Choi is also licensed as an independent insurance agent specializing in fixed, indexed annuities, and health insurance. Epiphany Capital offers financial planning, coaching, and investment management by coordinating with third-party portfolio managers to implement portfolio models. The firm serves individual investors, families, and small business owners, providing services across retirement, estate, tax, college, and insurance planning.

Jeffrey Kostis is a CFP® and PFS™ with 18 years of experience in financial planning. He is the sole advisor at JK Financial Planning, Inc., where he has worked since 2007. The firm provides fee-only financial planning and investment consultation primarily to individual clients navigating major life transitions. JK Financial Planning emphasizes a long-term, fundamental investment approach with a focus on non-discretionary advice and is notable for its specialization in divorce financial planning, including asset tracing and expert testimony services.

Evan Kakis is the principal of Kakis Financial Services Inc. in Des Plaines, IL, holding a Series 65 designation with 17 years of experience in financial advising. He has operated Evan S. Kakis Ltd since 1999, a CPA and accounting firm where he serves as president. Additionally, he is president of Payroll Solutions and Services Inc., a payroll processing company. Kakis Financial Services is an independent registered investment adviser managing discretionary portfolios primarily for individuals, families, not-for-profit organizations, and closely held businesses. The firm emphasizes risk management through customized asset allocation and ongoing portfolio adjustments, utilizing a variety of mutual funds, ETFs, and government securities.

Bekim Redzic is a financial advisor at Keystone Asset Management LLC with 14 years of industry experience. He holds a Series 65 designation and also serves as an office manager at Beta Electric, Inc., a family-owned electrical construction business. Keystone Asset Management LLC manages private investment funds for accredited and qualified investors, employing multi-strategy proprietary approaches that include fundamental research, quantitative analysis, and various instruments such as swaps, options, and credit derivatives. The firm utilizes affiliated broker-dealers for trade execution and frequently invests in sub-funds it manages.

Daniel Borstein is a financial advisor with Boon Capital Advisors LLC in Northbrook, IL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Boon Capital Advisors since 2015. Boon Capital Advisors LLC provides discretionary portfolio management and investment advice to individuals, small businesses, and pooled investment vehicles, managing approximately $158.7 million in discretionary assets. The firm employs a range of investment strategies, including fundamental and technical analysis, options and margin trading, and uses model portfolios tailored to client suitability.

Andrew Feldman is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He has operated A J Feldman Financial, LLC, an independent advisory firm based in Deerfield, IL, since 2010. Feldman holds a minority ownership interest in GemShares, LLC, an ETF development company. A J Feldman Financial, LLC provides discretionary investment management and financial planning services to individuals and various entities, including charitable organizations. The firm employs a long-term, buy-and-hold asset allocation strategy using exchange-traded funds, no-load mutual funds, stocks, and bonds, and manages approximately $112.6 million in regulatory assets across about 144 client accounts.

Jonathan Seed is the sole advisor at Seed Wealth Management, Inc. in Evanston, IL, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with Seed Wealth Management since its founding in 2014. Outside of advising, Seed is a passive investor in multiple ventures including an online retailer, a social media start-up, and a data center retail business. Seed Wealth Management primarily serves high-net-worth individuals, trusts, estates, and other investment advisers, providing discretionary, fee-based portfolio management and sub-advisory services. The firm employs a tailored investment process that incorporates individual securities, ETFs, fixed income, alternative products, and quantitative analysis, and utilizes AI tools with human oversight for data analysis and compliance.

Patricia Blagojevich is a financial advisor with Investment Navigation LLC in Chicago, IL, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Janian Investment Advisers, The Maytag Group LLC, and she is involved in producing podcasts and documentary films through Blue Suede Shoes Productions, LLC. Investment Navigation LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, 529 accounts, other advisers, and employer-sponsored plans. The firm uses third-party model marketplaces and applies fundamental analysis along with Modern Portfolio Theory to construct portfolios tailored to client goals and risk tolerances.

John Daly is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He is the principal of Daly Investment Management, LLC, an independent advisory firm he founded in 2009, and previously operated as a sole proprietor since 2000. Daly also worked at Steele Capital Management, Inc. in 2017. Daly Investment Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management and financial planning. The firm applies Modern Portfolio Theory to tailor investment strategies to clients' objectives, providing services that include pension consulting for corporate clients as well as a range of investment options such as mutual funds, ETFs, fixed income, and alternative instruments.

Jonathan Grubb is a financial advisor with Accountants Wealth Management Group LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Archer Investment Corporation and operates an affiliated CPA practice, The Hechtman Group, providing accounting and tax services. Accountants Wealth Management Group LLC offers discretionary and non-discretionary asset management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes fundamental analysis and long-term investment strategies, combining investment advisory with licensed accounting services.

Rosalyn Kemp is a financial advisor at Chestnut Beach Wealth with 23 years of industry experience. She holds the CFP® designation and Series 65 and 63 licenses. Her prior work experience includes roles at CITIGROUP and JP Morgan in Chicago. Chestnut Beach Wealth serves individual and high-net-worth clients, providing portfolio management, comprehensive financial planning, and shorter paid consultations. The firm focuses on asset allocation and modern portfolio theory, combining continuous investment management with financial planning through its “Manage Your Wealth” service.

David Andalman is the principal advisor at DA Wealth Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Millennial Advisers, PTI Securities & Futures, and has been involved with D.A.C.S. since 1979. Outside of his advisory role, he is founder and president of DACS Research, which focuses on algorithm development and research in commodity futures. DA Wealth Advisors is an independent firm providing discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a variety of analytical methods to construct diversified, long-term oriented portfolios that emphasize income production and risk management.

Boon Lee is the principal advisor at Purelight Investment Advisors LLC in Chicago, IL. He holds a Series 66 designation and has 13 years of industry experience. Since founding Purelight in 2016, he has been solely responsible for the firm's advisory and compliance functions. Purelight Investment Advisors is an independent, fee-only portfolio management firm serving individuals, trusts, estates, and charitable organizations. The firm focuses on defining client objectives and risk tolerances to construct portfolios using fundamental and technical analysis, with ongoing monitoring and quarterly reviews.

Michael Vlahandreas is the sole advisor at Pilot Asset Management LLC in Winnetka, IL, holding a Series 65 designation with 18 years of industry experience. He has been with Pilot Asset Management since 2008. Pilot Asset Management is a state-registered investment adviser serving individuals, trusts, and corporations with discretionary and non-discretionary portfolio management. The firm employs a mix of fundamental and technical analysis, emphasizing asset allocation and diversification, and uses option strategies such as covered calls and cash-secured puts to generate income or acquire positions.

Michael Distasio is a financial advisor at Valor Advisers in Chicago, IL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Mad Wealth, LLC and AHP Capital Management, LLC. Outside of advising, he manages personal real estate investments. Valor Advisers provides investment advice and financial planning to individual investors and employer plan sponsors, offering portfolio management, standalone planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes a range of strategies including stock and option trading.